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Fidelity MSCI Information Technology Index ETF

373 hedge funds and large institutions have $1.71B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,030% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $92K

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

45% more capital invested

Capital invested by funds: $1.18B → $1.71B (+$529M)

11% more funds holding

Funds holding: 335373 (+38)

3.78% more ownership

Funds ownership: 21.04%24.82% (+3.8%)

4% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 115

Holders
373
Holders Change
+38
Holders Change %
+11.34%
% of All Funds
5.86%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.24%
New
73
Increased
120
Reduced
115
Closed
32
Calls
$1.96M
Puts
$92K
Net Calls
+$1.87M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Parallel Advisors
California
$595K -$381K -3,209 -41%
RWA
177
River Wealth Advisors
Pennsylvania
$593K -$22.2K -187 -4%
HR
178
Hardy Reed
Mississippi
$584K -$32.1K -270 -6%
CW
179
CreativeOne Wealth
Kansas
$582K +$529K +4,453 New
AIP
180
Almanack Investment Partners
Pennsylvania
$576K +$63.6K +536 +14%
EWA
181
EP Wealth Advisors
California
$572K +$688K +5,795 New
Corient Private Wealth
182
Corient Private Wealth
Florida
$565K +$63K +531 +14%
T. Rowe Price Associates
183
T. Rowe Price Associates
Maryland
$563K
MA
184
Mutual Advisors
Nebraska
$559K -$121K -1,015 -19%
Franklin Resources
185
Franklin Resources
California
$550K
SOS
186
Silver Oak Securities
Tennessee
$524K +$7.72K +65 +2%
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$500K +$454K +3,824 New
PCS
188
Personal CFO Solutions
New Jersey
$492K +$49.2K +414 +12%
SVWAG
189
Sound View Wealth Advisors Group
Georgia
$477K +$160K +1,350 +59%
AF
190
Advisornet Financial
Minnesota
$458K +$2.73K +23 +0.7%
PCIA
191
Prime Capital Investment Advisors
Kansas
$456K +$414K +3,489 New
AWM
192
Apollon Wealth Management
South Carolina
$450K +$409K +3,443 New
AWE
193
Avidian Wealth Enterprises
Texas
$442K
RPGK
194
Retirement Planning Group (Kansas)
Kansas
$436K
UCFA
195
United Capital Financial Advisors
Texas
$434K -$44.4K -374 -10%
VA
196
Valmark Advisers
Ohio
$428K -$54.9K -462 -12%
MWM
197
Meridian Wealth Management
Kentucky
$423K +$594 +5 +0.2%
EFS
198
Essex Financial Services
Connecticut
$422K +$384K +3,233 New
MWM
199
Mission Wealth Management
California
$420K -$19.1K -161 -5%
RF
200
RHS Financial
California
$420K -$13.7K -115 -3%